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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,064 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,450 | $61,166-84.6% | $185,849-94.9% | $79,391-88.1% |
| Participation rate | 64.5% | 66.6%-2.1pp | 81.7%-17.2pp | 70.7%-6.2pp |
| Annual return | 175.88% | 19.45%+156.4pp | 122.10%+53.8pp | 116.88%+59.0pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,169-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $2,416 | $2,789-13.4% | $5,569-56.6% | $4,046-40.3% |
| Admin fee / account holder | $8 | $710-98.9% | $16,244-100.0% | $627-98.8% |